Business Consulting

As entrepreneurs, we understand that it’s challenging to grow, maintain and  sell a business. Both Olivia and Hugo have had first-hand experience with this as they’ve created and sold multiple businesses. Hugo has also provided guidance during mergers and acquisitions. Both advisors take pride in using their entrepreneurial backgrounds to help fellow business owners make the correct decisions.

When we analyze your business, you'll get a new perspective, unbiased advice and a clear vision for moving your business into the future.

Our tax background can help ensure that your business’s revenues and deductions will be tax efficient. It will also enable you to properly utilize the correct deductions and credits. We can also use advanced estate planning tactics to guard your business against estate as well as gift taxes.

Some of our business consulting services include:

  • Succession planning
  • Incorporation consulting, including whether to choose an LLC, LLP, LP, S corporation or C corporation
  • Properly leveraging your assets
  • Small business and corporate tax preparation
  • Estate planning

Click the button below to download a free risk analysis report in just minutes that will help you identify blind spots in your risk tolerance and portfolio. Contact us to schedule a free, no pressure, consultation to see how we help you minimize your tax burden and create a legacy for future generations.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

olivia@hpafinancial.com | (941) 951-1883